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Seneca House Advisors

All holdings · as of Dec 31, 2025

102 positions

CompanyClassValueShares% of portfolio
KINROSS GOLD CORP$204.2K7,2500.1%
AMERICAN EXPRESS CO$204.3K5520.1%
CALAMOS ETF TR$211.6K7,9120.1%
SELECT SECTOR SPDR TR$212.6K1,3730.1%
BRISTOL MYERS SQUIBB CO$213.4K3,9560.1%
DOVER Corp$219.5K1,1240.1%
UNITEDHEALTH GROUP INC$222.2K6730.1%
Merck & Co., Inc.$223.2K2,1210.1%
SPDR SERIES TRUST$229.2K1,6470.1%
Elevance Health Inc$232.2K6620.1%
ISHARES TR$235.6K9,7050.1%
Tesla Inc$252.7K5620.1%
CHICAGO ATLANTIC BDC INC$256.1K24,7880.1%
THE GOLDMAN SACHS GROUP, INC.$256.3K2920.1%
ISHARES TR$261.2K1,3080.1%
FIRST TR EXCHANGE TRADED FD$279.2K2,8830.1%
M&T BANK CORP$288.0K1,4300.1%
SCHWAB STRATEGIC TR$290.3K10,1920.1%
LAM RESEARCH CORP$312.9K1,8280.1%
VANGUARD INDEX FDS$323.1K6620.1%
SCHWAB STRATEGIC TR$323.3K9,9100.1%
ABBOTT LABORATORIES$327.0K2,6100.1%
VANGUARD INDEX FDS$333.7K5320.1%
ISHARES TR$354.1K14,6150.1%
INVESCO EXCH TRADED FD TR II$367.0K5,1380.1%
J P MORGAN EXCHANGE TRADED F$381.8K7,7910.1%
EXXON MOBIL CORP$396.4K3,2940.1%
Parker-Hannifin Corp$399.2K4540.1%
ISHARES TR$419.3K1,2230.2%
NORFOLK SOUTHERN CORP$424.7K1,4710.2%
Broadcom Inc.$430.7K1,2450.2%
LOWES COMPANIES INC$460.6K1,9100.2%
J P MORGAN EXCHANGE TRADED F$471.2K9,2500.2%
AbbVie Inc.$503.6K2,2040.2%
PIMCO ETF TR$513.6K9,8000.2%
SCHWAB STRATEGIC TR$514.2K18,7450.2%
SCHWAB STRATEGIC TR$514.3K19,6090.2%
IDEXX LABORATORIES INC /DE$516.2K7630.2%
Meta Platforms Inc$542.4K8220.2%
SOUTHERN CO$587.6K6,7380.2%
THERMO FISHER SCIENTIFIC INC.$632.2K1,0910.2%
Warren E. Buffett$660.5K1,3140.2%
WASTE MANAGEMENT INC$674.2K3,0690.3%
DOMINION ENERGY, INC$717.2K12,2410.3%
ISHARES TR$722.7K1,0550.3%
INVESCO EXCH TRADED FD TR II$731.4K2,8920.3%
ISHARES TR$737.0K2,9940.3%
ORACLE CORP$779.3K3,9980.3%
ISHARES TR$788.2K11,9430.3%
CHEVRON CORP$871.1K5,7160.3%
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